B2B & B2C closer
1 week ago
Company Description
Triex Partners specializes in life insurance solutions that protect families, empower professionals, and create lasting legacies. With over 10 years of industry expertise, we are committed to helping both clients and agents build a strong financial future. Our mission includes providing tailored life insurance solutions, equipping licensed professionals with the necessary tools and mentorship, and helping individuals and businesses create generational wealth. Join our team and make a lasting impact.
Role Description
This is a full-time remote role for a B2B & B2C Closer. The primary responsibilities include effective communication with clients, managing customer service interactions, and ensuring successful deal closures. The role also involves coordinating with escrow services and facilitating the final stages of transactions.
Qualifications
- Strong Communication and Customer Service skills
- Experience in Managing Closings and Deal Closures
- Knowledge of Escrow Processes
- Excellent negotiation and persuasion abilities
- Ability to work independently and remotely
- Previous experience in life insurance or financial services is a plus
- Bachelor's degree in Business, Finance, or related field
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